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| | | ... migrated its businesses into four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a ... |
| | | | ... SuperConcepts said this signals a return to normality following the introduction of reforms to super contributions, which saw SMSF members making more contributions in the first half of 2017 to take advantage of the higher contribution caps prior to ... |
| | | | ... sole director Max Goldenberg and sole shareholder Mark Goldenberg - in November last year on the grounds that it promoted a SMSF property investment scheme without holding an Australian financial services licence. ASIC sought to restrain the business ... |
| | | | ... footprint. Leading BetaShares' Queensland presence is Craig Higson, who joins the ETF manager from SuperConcepts, where he was SMSF solutions manager. Before that, he was Queensland regional manager at Russell Investments and also held roles at Citi ... |
| | | | ... officer role. "Sid and his team have done an incredible job in rapidly growing Macrovue in our three key target markets of SMSF trustees, retail investors, and financial advisers," Macrovue chair Brendan Foley said. "We are embarking on an exciting growth ... |
| | | | ... will be more demand for managed funds, such as ETFs, managed investment schemes and listed investment companies, as more SMSF investors choose to diversify their portfolios. For a long time, they have been overweight in cash and property - that would ... |
| | | | ... head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent has been ... |
| | | | The ATO is closely monitoring self-managed super funds (SMSF) that breach the transfer balance cap and has already issued several alerts to members close to breaching the cap. ATO deputy commissioner for superannuation James O'Halloran told the 2018 ... |
| | | | ... The fund, which sits on more than 10 platforms and 200 approved product lists, has played a role in the ongoing need for SMSF investors to diversify portfolios, La Trobe said. La Trobe Financial chief investment officer Chris Andrews said the company's ... |
| | | | ... (AFCA) to protect some rights of self-managed super members marks a "significant step" for the industry, according to the SMSF Association. Establishing AFCA consolidated the functions of the Financial Ombudsman Service, Credit and Insurance Ombudsman ... |
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